Internal Sales Desk Council
The Internal Sales Desk Council supports leaders responsible for managing and evolving internal sales organizations. This forum addresses talent development, organizational structure, training, and workforce initiatives—recognizing the internal desk as a critical foundation of firm growth and distribution success.
INTERNAL SALES DESK COUNCIL STEERING COMMITTEE
Beau Bokelman, Co-Chair
Managing Director, Head of Internal Sales
Janus Henderson Investors
Bill Jacobs, Co-Chair
Senior Vice President, Head of Internal Sales for US Wealth Management
Franklin Templeton
Colin Prescott
Managing Director - Intermediary Business Development
Diamond Hill
Andrew Phillips
WMI Head of Internal Sales & Learning and Development
Invesco
Jennifer Round
Senior Vice President, Sales
Natixis Investment Managers
COUNCIL
American Century Investments
Susie Morris
Vice President, Sales Manager and Co-Head of Internal Sales
AMG
Jaclyn Gantz
National Sales Desk Manager
Artisan Partners
Karla Horn
Director, Intermediary Services
BNY
Kaitlyn Baldeo
Internal Sales Desk Manager
Calamos Investments
Taha Baggia
Vice President, Director of Sales
Columbia Threadneedle Investments
Greg Sellers
Broker
Dodge & Cox
Steve Gorski
Vice President, Director of Client Service
Federated Hermes
Scott Vallina
Vice President, Director, Client Engagement Center
Fenimore Asset Management
Jonathan Moran
Vice President
Fidelity Investments
Derek Wallen
Senior Vice President, Head of Internal Sales
Future Standard
Meredith Hesdon
Head of Internal Sales
Goldman Sachs Asset Management
Galen Wagnaar
Director of Internal Sales
GQG Partners
Rob Coursey
Internal Wholesaler Sales Desk Manager
Lincoln Financial Investments
Alyce Shaw
Head of Internal Sales Retirement Solutions
Macquarie Asset Management
Alison Simpson
Senior Vice President, Head of Internal Sales
Manulife John Hancock Investments
Peter Hughan
Managing Director, US Distribution Enablement, Head of Internal Sales
MFS Investment Management
Daryl Tracy
Sales Desk Manager
Nationwide
Jeffrey Swearingen
Assistant Vice President, Internal Sales
Nuveen
Luis Pelaez
Managing Director - Head of Internal Sales and Service
Polen Capital
Dan McLennon
Head of Internal Sales
Principal Asset Management
Chris Jorgensen
Director, National Sales
RBC Global Asset Management
David Eikenberg
Head of US Intermediary Distribution, President RBC Funds
Saturna Capital Corporation
Emily Rask
Digital Marketing Strategist
T. Rowe Price
Matt Pisanelli
Head of Integrated Sales – US Intermediaries
Thornburg Investment Management
Lucy Candal
Head of Internal Sales, Content, Client Service
Thrivent Mutual Funds
Dan Chouanard
Vice President Mutual Funds, Head of Intermediary & Institutional Sales
Wasatch Global Investors
Travis Tucker
Senior Client Relations and Marketing Analyst
William Blair Funds
Seema Outarsingh
Investment Management